Enter your idea

Being able to individually select customers to automatically send monthly statements to.

Having time to move everyone across to the horrible new reports but didn't have time to automate the email statements in the last 8 years.
You've done a great job Xero!

Why has Xero not moved on this? It seems obvious and universally useful.

While we wait for Xero to add this, try Statey. It's a Xero add-on app. Yes, the base version costs USD 10 p/m, but it works great. Fully automated, let's you know when statements are sent. We use the base version in our practice, and it avoids having to remember and then manually run statements.

I think we can all agree that XERO doesn't care about their clients.

I'm happy to say that we're moving over to SAGE Online. XERO is absolutely abysmal. Look at how old this comment is, and yet XERO hasn't even responded with a "Wow this is a **** idea" or a "We'll look into it".

An essential service. This would save me so much time. And I always forget.... even with reminders set.

This is essential.

Statements set up and sent automatically is something I have been waiting for a long time, approx 7/8years.
It's important because we have several clients that we have multiple jobs ongoing with and invoices are being missed due to having so many to deal with. A single statement going out monthly would help when they do their payment runs. Maybe if we could allow the option of a date per customer so we could have it automatically sent out on the day they do their payments, this way it also doesn't get lost within their email inbox.

Having the option to sent statements automatically at a certain date is important.

Will be great to have this feature added.

Most of our clients have internal processes that require the invoice and statement be sent before payment.

This would be really helpful to have!!

Adding to this, if automated a user notification incase of prompt/adhoc adjustment.

I vote for this too.

It is confusing for the customer to just get a reminder for one invoice outstanding when there are actually more outstanding.

Within the Invoice Reminders set up, it would be helpful if we could have the option to automate sending both a statement and all outstanding invoices at regular intervals if overdue.

Also, Invoice Reminders need an “and every xx days thereafter” option so that reminders don’t stop if payment has not been made.

Thanks

Hey @barry

Take a look at "Statey" on the Xero app store.

It automates statement runs, with smart lists so that it doesn't spam people that haven't traded with you recently.

What are your timescales for this please? With more and more clients only paying on receipt of statement, as a small business it is a very time consuming exercise to keep having to go through accounts. Why is it so hard to create a function whereby if a client account has invoices that are overdue xero can automatically send them a statement of account? I would like to know how important you think this is to the end user, as I am now actively looking to move a to a new accounts provider that will accommodate what is a must for me.

Also, what is Xeros tie in with Statey? From what I can see it is a stand alone app that integrates with xero to set up automated statements. Why cant you do that instead of tag teaming with another app ...THAT WE HAVE TO PAY FOR! Get to grips with it please xero before we vote with our feet.

I do not know why we bother logging this. Xero hates their customer and provides no support.

Nevermind everybody. After waiting for 12 months I’m taking all my companies to Sage Intacct.

Also, Sage answer their phones when you phone them.

I’m more disappointed in Xero than I am in my ex girlfriend….😒

Very important - I want to transfer someone from MYOB and they are not sure they want to lose this function available in MYOB

This would be very useful indeed but would need to be configurable to choose which clients would receive statements

This is such a standard, basic function, that surely is not that different to automated invoices being generated and sent. Very poor showing by Xero not to have implemented this feature after all this time. If you're not capable of doing both, stop wasting time modernising existing features and focus on implementing basic features such as this that should have been available a long time ago.